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Special Needs Focused Trust Management

What Is PLAN Of CT?

PLAN of CT is a 501(c)(3) nonprofit solely focused on the administration of special needs trusts. We offer many trust options and dedicate our expertise in trust administration to benefit you and your family. We will partner with you to undergo a personalized assessment and planning process to establish your chosen trust.

Why Choose PLAN Of CT?

PLAN of CT assists individuals living with disabilities and their families, partnering understanding with compassion to undergo a personalized assessment and planning process in order to establish your special needs trust. PLAN of CT provides the expertise you need to plan for future uncertainties and to answer challenging questions regarding the short and long-term wellbeing of a loved one with disabilities.

Resources for Families

Third Party Trusts

A Third Party Special Needs Trust is most often established by the parents/guardians of an individual with a disability, although it can be established by anyone on behalf of this individual. The trust can be funded at any time after establishment, but most commonly funds come from the grantor’s estate after passing.

Pooled Trusts

The Pooled Special Needs Trust is the only trust in CT that an individual over 65 can contribute their own income or assets into in order to retain a lifetime benefit from those assets/income, and still qualify for public benefits like Medicaid or waiver programs.

Charitable Trust Grants

The PLAN of CT Charitable Trust is a fund which allows individuals of any age who have a disability to apply for one-time needs-based assistance through a grant to purchase a service or resource meant to enhance the individual’s quality of life.

Self-Settled Trusts

A Self-Settled Special Needs Trust is used when a disabled individual under 65 receives a direct inheritance, a back payment from Social Security, a settlement, or a lottery win that would affect their eligibility for state or federal benefits. A Self-Settled trust can protect these assets as well as entitlement eligibility.

Thankful for PLAN of CT

"PLAN of Connecticut has been our Son Chad’s trust for over 20+ years now. PLAN has been great in helping to provide items to make life's challenges easier for Chad. We are able to bring Chad to his doctor appointments and on vacations because they got us an adaptable van. It is a relief to know that PLAN can help us when Chad is in need for medical supplies or even just items for enjoyment. Everyone at PLAN is always pleasant to talk with and compassionate. We couldn't ask for a better trust."

~ K.B.

Thankful for PLAN of CT

"Luke at the PLAN of CT assisted me through the process for my mother with compassion, caring, dedication and professionalism. I truly appreciated him."

~ M.P.

Thankful for PLAN of CT

"PLAN of CT has been wonderful to me.  Every person I've spoken to has been kind and understanding.  Whenever I need assistance, they are always right there to help.  Their professionalism and proactive responses have helped me immensely.  Especially, when I have an emergency situation.  There's no one else I'd trust with, well fund."  

~ R.D.

Thankful for PLAN of CT

"Once I discovered the Pooled Trust it became possible for my brother to remain in his home and receive the benefits he needs. GREAT PROGRAM, staff is always courteous, friendly and extremely helpful."

~ D.H.

Thankful for PLAN of CT

"I've been working with The Plan of CT for a little over a year.  When I first started I had numerous questions and concerns on how the whole process worked.  Everyone at the Plan of CT I encountered not only answered my questions, but did so in a very professional and patient way. Prior to joining the PLAN of CT I had used my own spreadsheet that worked for me to keep track of expenses and payments.  Because they welcomed my spreadsheet it saved me significant time not having to learn a new system. I would highly recommend The PLAN of CT."

~ J.A.

Ways To Support

Whether you are a family or a business, you make the difference to our organization and those we serve by contributing financial support, time and/or expertise.

There are various ways to support PLAN of CT.

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P.O. Box 290937
Wethersfield, CT 06129-0937

Call Us

PHONE 860-523-4951